HWM
Heartwood Wealth Management Portfolio holdings
AUM
$58.9M
This Quarter Return
+3.18%
1 Year Return
+14.96%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$58.9M
AUM Growth
+$58.9M
(-13%)
Cap. Flow
-$11.1M
Cap. Flow
% of AUM
-18.91%
Top 10 Holdings %
Top 10 Hldgs %
99.65%
Holding
19
New
1
Increased
1
Reduced
4
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$194K |
| 2 |
Wells Fargo
WFC
|
$11K |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$8.82M |
| 2 |
JPMorgan Chase
JPM
|
$1.61M |
| 3 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$897K |
| 4 |
Verizon
VZ
|
$12.4K |
| 5 |
Vanguard Mega Cap Value ETF
MGV
|
$1.82K |
Sector Composition
| 1 | Consumer Staples | 2.03% |
| 2 | Industrials | 0.65% |
| 3 | Materials | 0.16% |
| 4 | Energy | 0.09% |
| 5 | Communication Services | 0.04% |
